LOAN APPLICATION CHECKLIST

To help you gather the documentation needed for your loan pre-approval or approval, please use the following checklist:

General

Pay stubs for the last 30 days

Lender names, addresses, account numbers, balances and monthly payments for all current loans

Estimated values for personal property and furniture.

For the last two years

Signed federal income tax returns

W-2 or 1099 forms.

For the last three months

Bank statements

Retirement account statements

Mutual fund and stock account statements.

Copies of

If you are selling another home, a copy of the listing agreement

If you sold another home, the closing statement on that transaction

Homeowners insurance information

Current rental agreements, if you own rental property

Gift letter and copy of check, if applicable

Separation, divorce and child support documentation, as applicable

Photo ID and proof of social security number

Pension award letter, if you are retired

Social security award letter, if you receive social security.

Explanation of

Source of down payment and closing costs, including supporting documentation

Late, slow or no payments on your credit report.

If you are self-employed

Signed copies of last two years’ business tax returns with schedules

Year-to-date profit & loss statement

Personal financial statement.

Don’t know where or how to start the pre-approval process? Don’t worry.

Tell us a little about yourself and we can help you get started. We have trusted mortgage professionals of the highest caliber on our team.

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Mindy Luong

Real Estate Broker | License ID:01525531

Real Estate Broker

License ID: 01525531

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